
The Perfect RIA
Enhancing Client Communication and Interactions
May 17, 2024
Micah and Matt discuss client communication strategies, emphasizing credibility and leveraging references. They address handling unfamiliar client questions with validation and confidence. Jamie stresses the importance of experiencing processes from the client's perspective and training teams for service excellence. The episode highlights the value of effective communication scripts and firsthand client experiences to enhance advisor practices.
06:52
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Quick takeaways
- Leverage client references to build trust and credibility in client communication.
- Immerse in client experiences to enhance service quality and adapt teams effectively.
Deep dives
Effective Client Communication
Advisors aim to assist clients in achieving their goals through a structured process of success. Maintaining communication within this framework enhances client confidence. Using credibility indicators like experience or leveraging firm strengths can positively influence client trust. Being transparent about limitations and showcasing willingness to research reinforces the advisor's commitment.
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